Anic Equity¶
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Total return since start: 0.6 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48867.81 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44806.6 Kr¶
PnL: ---------------------------------------> -249.4 Kr¶
DD now: ---------------------------------> -8.005 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:00:39.979528'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.020000 | 1660.500000 | 191.500000 | 13.040000 | 1468.999998 |
| Sedana Medical | 93 | 1.380000 | 2604.000000 | 83.000000 | 3.290000 | 2521.000011 |
| Orrön Energy | 180 | 1.440000 | 2086.200000 | 43.200000 | 2.110000 | 2043.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| Atrium Ljungberg B | 5 | 0.000000 | 952.500000 | 17.500000 | 1.870000 | 935.000000 |
| Catena | 2 | 0.450000 | 806.800000 | 14.800000 | 1.870000 | 792.000000 |
| Platzer Fastigheter Holding B | 12 | 0.000000 | 969.600000 | 8.600000 | 0.890000 | 960.999996 |
| Sagax B | 4 | -0.510000 | 862.400000 | 8.400000 | 0.980000 | 854.000000 |
| JM | 6 | -0.820000 | 870.600000 | 6.600000 | 0.760000 | 864.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 6.000000 | 0.700000 | 854.000000 |
| BioGaia B | 8 | 0.000000 | 934.400000 | 4.400000 | 0.470000 | 930.000000 |
| Biotage | 7 | 0.000000 | 942.900000 | 1.900000 | 0.200000 | 940.999997 |
| Gränges | 9 | 0.100000 | 928.800000 | 0.800000 | 0.090000 | 927.999999 |
| Byggmax Group | 33 | 0.350000 | 956.340000 | 0.340000 | 0.040000 | 956.000001 |
| Hexatronic Group | 12 | -0.100000 | 967.200000 | 0.200000 | 0.020000 | 966.999996 |
| Clas Ohlson B | 12 | -0.180000 | 972.600000 | -0.400000 | -0.040000 | 972.999996 |
| Bilia A | 8 | -0.090000 | 899.200000 | -0.800000 | -0.090000 | 900.000000 |
| AcadeMedia | 8 | 0.000000 | 400.800000 | -1.200000 | -0.300000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.460000 | 772.200000 | -6.800000 | -0.870000 | 779.000001 |
| EQT | 4 | -0.340000 | 825.200000 | -6.800000 | -0.820000 | 832.000000 |
| SKF B | 5 | -0.030000 | 931.750000 | -8.250000 | -0.880000 | 940.000000 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| OX2 | 13 | -0.280000 | 937.950000 | -12.050000 | -1.270000 | 949.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| HEXPOL B | 9 | -2.360000 | 1003.500000 | -17.500000 | -1.710000 | 1020.999996 |
| Nordic Waterproofing Holding | 7 | 0.000000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| Addnode Group B | 11 | -0.550000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| VEF | 909 | 0.000000 | 1818.000000 | -32.000000 | -1.730000 | 1850.000436 |
| Latour B | 4 | -0.100000 | 817.200000 | -39.800000 | -4.640000 | 857.000000 |
| Vitec Software Group B | 2 | -0.380000 | 1038.000000 | -49.000000 | -4.510000 | 1087.000000 |
| Indutrade | 5 | 0.220000 | 1163.500000 | -54.500000 | -4.470000 | 1218.000000 |
| Bufab | 3 | 0.000000 | 1053.000000 | -56.000000 | -5.050000 | 1109.000001 |
| Hexagon B | 26 | -0.150000 | 3385.200000 | -75.800000 | -2.190000 | 3461.000010 |
| INVISIO | 16 | -0.220000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| BHG Group | 97 | -1.720000 | 1331.810000 | -127.190000 | -8.720000 | 1458.999989 |
| TOTAL | 44806.600000 | -249.400000 | -8.00548% | 45056.000411 |
Updated:¶
'2023-07-04 09:00:57.968781'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
